Bhavika Haria FIA

Associate and Investment Consultant

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Bhavika is a Senior Investment Consultant, advising trustees of Defined Benefit (DB) pension schemes in all aspects of their investment strategy.

She has experience of setting long-term investment strategy, investment risk management, manager selection and monitoring. Bhavika has experience of working with private DB and LGPS clients with liabilities from less than £10 million to over £1 billion.

Bhavika is also a member of Barnett Waddingham’s Sustainable Investment Team.


Significant experience:

  • Investment strategy review work.
  • Design and implementation of LDI strategies.
  • Manager selection advice.
  • Design of investment strategies in preparation for buyout.
  • Advising on the investment aspects of several bulk annuity transactions.
  • Provision of advice, training and monitoring to LGPS Pension Committee members.
  • Sustainable investment research

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